1. Global Level

Navigation: Global Level > Finance > Suppliers > Recurring Supplier Invoices

There are three methods to create recurring invoices. Once the required criteria (set up on the template i.e. Additional Documents, Source Document Number, etc.) have been uploaded the blue create button will appear under the Drafts tab.

By clicking on the blue create label the invoice will automatically be created as is and move from the drafts tab to the created tab. Another method is to click on the recurring supplier invoice card. A pop-up will appear. Providing the option to check if all information is correct and to make any amendments before clicking on Save and Create.

The last method to create recurring supplier invoices is to click the tickbox to the left, this will select all invoices "ready" to be created. 

Once a tickbox is clicked next to a card, a Create button will appear on the right of the draft page. Next to the create button, a greyed-out block will display indicating how many invoices have been selected, with an option to click and select all invoices in ready status to create it in bulk.

Once an invoice has been created for the relevant date, the card will no longer lie under the Drafts tab and instantly move to the Created tab.

2. Community Level

Navigation: Community Level > Finance > Suppliers > Recurring Supplier Invoices

There are three methods to create recurring invoices. Once the required criteria (which are set up on the template i.e. Additional Documents, Source Document Number, etc.) have been uploaded the blue create button will appear under the Drafts tab.

By clicking on the blue create label the invoice will automatically be created as is and move from the drafts tab to the created tab. Another method is to click on the recurring supplier invoice card. A pop-up will appear. Providing the option to check if all information is correct and to make any amendments before clicking on Save & Create.

The last method to create recurring supplier invoices is to click the tickbox to the left, this will select all invoices "ready" to be created. 

Once a tickbox is clicked next to a card, a Create button will appear on the right of the draft page. Next to the create button, a greyed-out block will display indicating how many invoices have been selected, with an option to click and select all invoices in ready status to create it in bulk.

Once an invoice has been created for the relevant date, the card will no longer lie under the Drafts tab and instantly move to the Created tab.